WDL
Well Done LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
41,788
-67
| -0.2% | -$3.36K | 0.39% | 46 |
|
|
2025
Q1 | $2.13M | Buy |
41,855
+938
| +2% | +$47.8K | 0.39% | 47 |
|
|
2024
Q4 | $2.09M | Hold |
40,917
| – | – | 0.38% | 46 |
|
|
2024
Q3 | $2.09M | Buy |
40,917
+627
| +2% | +$32.1K | 0.38% | 46 |
|
|
2024
Q2 | $1.88M | Sell |
40,290
-944
| -2% | -$44.2K | 0.39% | 45 |
|
|
2024
Q1 | $2.01M | Buy |
41,234
+3
| +0% | +$146 | 0.4% | 45 |
|
|
2023
Q4 | $1.88M | Sell |
41,231
-356
| -0.9% | -$16.3K | 0.37% | 48 |
|
|
2023
Q3 | $1.7M | Sell |
41,587
-145
| -0.3% | -$5.94K | 0.38% | 44 |
|
|
2023
Q2 | $1.75M | Buy |
41,732
+13
| +0% | +$547 | 0.37% | 45 |
|
|
2023
Q1 | $1.71M | Buy |
41,719
+32
| +0.1% | +$1.31K | 0.37% | 46 |
|
|
2022
Q4 | $1.72M | Sell |
41,687
-3,113
| -7% | -$128K | 0.37% | 49 |
|
|
2022
Q3 | $1.69M | Buy |
44,800
+586
| +1% | +$22.1K | 0.41% | 46 |
|
|
2022
Q2 | $1.72M | Buy |
44,214
+14
| +0% | +$546 | 0.38% | 48 |
|
|
2022
Q1 | $1.96M | Sell |
44,200
-4,422
| -9% | -$196K | 0.39% | 47 |
|
|
2021
Q4 | $2.16M | Sell |
48,622
-1,017
| -2% | -$45.1K | 0.44% | 40 |
|
|
2021
Q3 | $2.06M | Sell |
49,639
-3,268
| -6% | -$135K | 0.46% | 37 |
|
|
2021
Q2 | $2.22M | Sell |
52,907
-711
| -1% | -$29.8K | 0.49% | 37 |
|
|
2021
Q1 | $2.17M | Sell |
53,618
-1,273
| -2% | -$51.4K | 0.5% | 38 |
|
|
2020
Q4 | $1.91M | Sell |
54,891
-1,334
| -2% | -$46.4K | 0.47% | 39 |
|
|
2020
Q3 | $1.63M | Sell |
56,225
-2,200
| -4% | -$63.6K | 0.46% | 42 |
|
|
2020
Q2 | $1.66M | Sell |
58,425
-31,384
| -35% | -$890K | 0.46% | 44 |
|
|
2020
Q1 | $2.17M | Sell |
89,809
-8,257
| -8% | -$200K | 0.66% | 31 |
|
|
2019
Q4 | $3.73M | Buy |
98,066
+85
| +0.1% | +$3.23K | 0.86% | 29 |
|
|
2019
Q3 | $3.56M | Sell |
97,981
-1,630
| -2% | -$59.2K | 0.88% | 30 |
|
|
2019
Q2 | $3.61M | Buy |
99,611
+1,025
| +1% | +$37.1K | 0.84% | 31 |
|
|
2019
Q1 | $3.53M | Sell |
98,586
-685
| -0.7% | -$24.5K | 0.87% | 29 |
|
|
2018
Q4 | $3.14M | Sell |
99,271
-12,418
| -11% | -$393K | 0.88% | 25 |
|
|
2018
Q3 | $4.12M | Sell |
111,689
-54
| -0% | -$1.99K | 1.16% | 23 |
|
|
2018
Q2 | $4M | Sell |
111,743
-6,470
| -5% | -$232K | 1.2% | 19 |
|
|
2018
Q1 | $4.03M | Sell |
118,213
-3,247
| -3% | -$111K | 1.25% | 18 |
|
|
2017
Q4 | $4.29M | Buy |
121,460
+77,083
| +174% | +$2.72M | 1.4% | 18 |
|
|
2017
Q3 | $4.44M | Buy |
44,377
+601
| +1% | +$60.1K | 1.36% | 19 |
|
|
2017
Q2 | $4.28M | Sell |
43,776
-3,195
| -7% | -$312K | 1.49% | 19 |
|
|
2017
Q1 | $4.58M | Buy |
46,971
+728
| +2% | +$71K | 1.62% | 18 |
|
|
2016
Q4 | $4.36M | Buy |
46,243
+826
| +2% | +$78K | 1.65% | 18 |
|
|
2016
Q3 | $4.13K | Sell |
45,417
-62
| -0.1% | -$6 | 1.49% | 19 |
|
|
2016
Q2 | $4.07M | Buy |
45,479
+454
| +1% | +$40.6K | 1.48% | 16 |
|
|
2016
Q1 | $3.88M | Sell |
45,025
-956
| -2% | -$82.3K | 1.41% | 17 |
|
|
2015
Q4 | $3.7M | Buy |
+45,981
| New | +$3.7M | 1.31% | 18 |
|